test lab guide: demonstrate social features for...
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Test Lab Guide: Demonstrate Social Features for SharePoint Server 2013
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Test Lab Guide: Demonstrate Social Features for SharePoint Server 2013
Hal Zucati
Microsoft Corporation
Published: September 2012
Updated: November 2012
Applies to: SharePoint Server 2013
Summary: This paper contains a brief introduction to SharePoint Server 2013's social features
and step-by-step instructions for configuring and then demonstrating My Sites, Newsfeeds,
Community Sites, and Team Site feeds.
Date Description
Nov 15, 2012 Updated for the released version of SharePoint Server 2013 and with
standard text, graphics, and sections.
September
16, 2012
Initial publication
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Contents Contents ........................................................................................................................................................... 3 Introduction ...................................................................................................................................................... 4
Test Lab Guides ........................................................................................................................................... 4
Social Features for SharePoint Server 2013 ..................................................................................................... 5 In this guide ...................................................................................................................................................... 5 Test lab overview ............................................................................................................................................... 6 Hardware and software requirements ................................................................................................................... 7 Configuring the SharePoint Social Features test lab and Demonstrate Social features ................................................. 7
Step 1: Set up the SharePoint Server 2013 three-tier farm test lab .................................................................... 7
Step 2: Create a My Site site collection and configure settings ........................................................................... 7
Create a new Web application ................................................................................................................. 8
Create a My Site site collection ................................................................................................................ 8
Add a wildcard inclusion managed path to the web application .................................................................... 9
Enable self-service site creation for the web application ............................................................................ 10
Configure My Site settings for the User Profile service application .............................................................. 10
Enable the User Profile Service Application - Activity Feed Job ................................................................... 11
Step 3: Configure Following Settings ............................................................................................................ 11
Configure Following settings for My Sites ................................................................................................ 11
Step 4: Configure Community Sites .............................................................................................................. 12
Create a Community Portal ................................................................................................................... 12
Run a Search crawl .............................................................................................................................. 13
Step 5: Configure Team Sites ...................................................................................................................... 13
Create a new team site collection .......................................................................................................... 14
Step 6: Demonstrate Social features in SharePoint 2013 ................................................................................. 14
Demonstrate: Team Sites ..................................................................................................................... 14
Demonstrate: My Sites ......................................................................................................................... 15
Demonstrate: Newsfeeds ...................................................................................................................... 15
Community Sites ................................................................................................................................. 16 Snapshot the Configuration ............................................................................................................................... 17 Additional Resources ........................................................................................................................................ 17
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Introduction This Demonstrate Social Features for SharePoint Server 2013 Test Lab Guide covers the
following social features:
My Sites In SharePoint Server 2013, My Sites continue to provide the benefits from the
previous release. However, the user interface is completely redesigned and modernized to
give users an inviting and intuitive experience. A key change to the user interface includes a
simplified and unified navigation experience for your own and others’ My Sites.
Community Sites Community Sites offer a forum experience to categorize and cultivate
discussions with a broad group of people across organizations in a company.
Newsfeeds The new default view on your My Site now includes Newsfeed functionality that
enables users to do the following:
o Participate in conversations by posting comments and replies.
o Post pictures and links.
o Use tags (starting with the # symbol) to define keywords that users can follow and
search for.
o Use mentions (starting with the @ symbol) to tag users in posts and replies.
o Indicate agreement with comments and replies by clicking Like.
o Follow people, documents, sites, and tags to customize their feed.
Team Site feeds - Team Site functionality that allows users to post on their team sites and
have this information be aggregated on their and other team members My Sites.
For more information about Social features in Microsoft SharePoint Server 2013, see What's new
in social computing in SharePoint Server 2013. For more information about Microsoft SharePoint
Server 2013 see SharePoint 2013 Product Information site and SharePoint 2013 for IT pros.
Test Lab Guides
Microsoft Test Lab Guides (TLGs) are a set of documents that step you through the configuration
and demonstration of a Microsoft technology or product in a standardized test lab environment,
which starts with a common base configuration that mimics a simplified intranet and the
Internet. TLGs are designed to be modular, extensible, and stackable to configure complex,
multi-product solutions. TLGs make learning about products, technologies, and solutions easier
by providing that crucial hands-on, “I built it out myself” experience.
For more information, see Test Lab Guides at http://microsoft.com/testlabguides.
A TLG stack is a set of dependent TLGs that, when configured from the bottom of the stack,
create a meaningful test lab configuration. This TLG is at the top of the following TLG stack:
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Social Features for SharePoint Server 2013 The social computing and collaboration features in SharePoint Server 2013 offer an improved
administration and user experience, in addition to new functionality. The introduction of
Community Sites offers a forum experience to categorize discussions around subject areas, and
connect users who have knowledge or seek knowledge about subject areas. Improvements to
My Sites offer a more intuitive workflow for users to develop their personal profiles, store
content, and keep up-to-date with activities of interest.
In this guide This guide contains instructions for setting up and demonstrating My Sites, Community Sites,
Newsfeeds, and Team Site feeds. You will first complete all required test lab guides that come
before this test lab guide. When you have completed this guide you will have a working
understanding of My Sites, Community Sites, Newsfeeds, and Team Site feeds.
Important
The following instructions are for configuring a SharePoint Social features test lab using the
minimum number of computers. Individual computers are needed to separate the services
provided on the network and to clearly show the desired functionality. This configuration is
neither designed to reflect best practices nor does it reflect a desired or recommended
configuration for a production network. The configuration, including IP addresses and all
other configuration parameters, is designed only to work in a separate test lab network.
Attempting to adapt this test lab configuration to a pilot or production deployment can result
in configuration or functionality issues. For information about how to deploy SharePoint
Server 2013 in a pilot or production environment, see Install and deploy SharePoint 2013.
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Test lab overview This test lab guide uses the following five computer configuration:
One computer running Windows® Server® 2008 R2 Enterprise Edition with Service Pack 1
named DC1 that is configured as an intranet domain controller, Domain Name System (DNS)
server, DHCP server, and enterprise root certification authority (CA).
One intranet member server running Windows Server 2008 R2 Enterprise Edition with
Service Pack 1 named SQL1 that is configured as a SQL Server database server.
One intranet member server running Windows Server 2008 R2 Enterprise Edition with
Service Pack 1 named APP1 that is configured as the SharePoint Server 2013 application
server.
One intranet member server running Windows Server 2008 R2 Enterprise Edition with
Service Pack 1 named WFE1 that is configured as the SharePoint front-end web server.
One member client computer running Windows 7 Enterprise or Ultimate named CLIENT1.
The SharePoint Social Features test lab consists of a single subnet named Corpnet (10.0.0.0/24)
that simulates a private intranet. Computers on the Corpnet subnet connect using a hub or
switch. See the following figure:
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Hardware and software requirements The following are required components of the SharePoint Social Features test lab:
The product disc or files for Windows Server 2008 R2 with Service Pack 1.
The product disc or files for Windows 7.
The product disc or files for SharePoint Server 2013.
One computer that meet the minimum hardware requirements for Windows Server 2008 R2
Enterprise Edition.
One computer that meets the minimum hardware requirements for Windows Server 2008 R2
Enterprise Edition and either SQL Server 2012 Enterprise Edition with Service Pack 1 or SQL
Server 2008 R2 SP1.
Two computers that meet the minimum hardware requirements for SharePoint Server 2013.
One computer that meets the minimum hardware requirements for Windows 7 Enterprise or
Ultimate.
Configuring the SharePoint Social Features test lab and Demonstrate Social features Use these six steps to configure and demonstrate the social features of SharePoint Server 2013.
1. Set up the SharePoint Server 2013 three-tier farm test lab
2. Create a My Site site collection and configure settings
3. Configure Following settings
4. Setup and configure community sites
5. Configure Team Sites
6. Demonstrate Social features in SharePoint 2013
Step 1: Set up the SharePoint Server 2013 three-tier farm test lab Set up the SharePoint Server 2013 three-tier farm test lab using the instructions in the Test Lab
Guide: Configure SharePoint Server 2013 in a Three-Tier Farm.
Step 2: Create a My Site site collection and configure settings This step describes how to configure My Sites in SharePoint Server 2013 and how to configure
all required settings and features including:
1. Create a new Web application
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2. Create a My Site site collection
3. Add a wildcard inclusion managed path to the web application
4. Enable self-service site creation for the web application
5. Configure My Site settings for the User Profile service application
6. Enable the User Profile Service Application - Activity Feed Job
Create a new Web application Although you can use an existing web application, for optimal performance and security, we
recommend that you create the My Site site collection in a dedicated web application.
To create a new web application
1. Log on to APP1 with the Corp\User1 account.
2. On the Start menu, click All Programs, click Microsoft SharePoint 2013 Products,
and then click SharePoint 2013 Central Administration.
3. On the Central Administration Home page, click Application Management.
4. On the Application Management page, in the Web Applications section, click
Manage web applications.
5. In the Contribute group of the ribbon, click New.
6. On the Create New Web Application page, in the IIS Web site section, click Create a
new IIS web site, and then type MySitesWebApp in the Name box.
7. In the Port box, type 33333
8. In the Public URL section, type: http://APP1:33333.
9. In the Application Pool section, click Create a new application pool, and then type
MySitesWebAppPool - 33333
10. In the Application Pool section, Click Configurable and confirm that corp\User1
displays.
11. In the Database Name and Authentication section, in the Database Server box,
type: SQL2008R2.
12. In the Customer Experience Improvement Program section, click No.
13. Leave all other settings and selections default and then click OK to create the new web
application.
For more information about creating a new Web application, see Create a Web application
(SharePoint Server 2013).
Create a My Site site collection The My Site Host site collection is a site collection that uses the Enterprise site template named
My Site Host.
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To create a My Site site collection 1. Confirm that you are logged into App1 as Corp\User1.
2. In Central Administration, click Application Management, and then click Create site
collections.
3. On the Create Site Collection page, in the Web Application section, next to Select a
web application. The web application http://app1:33333 is shown for Web
Application. If it is not, expand the list, and then change Web Application to
http://app1:33333.
4. In the Title section, type MySitesCollection.
5. In the Template Selection section, in the Select experience version list, select
2013.
6. In the Select a Template section, on the Enterprise tab, click My Site Host.
7. In the Primary Site Collection Administrator section, type corp\user1.
8. Click OK.
9. The MySitesCollection site collection is created and you can now navigate to the new top
level site.
Add a wildcard inclusion managed path to the web application The wildcard inclusion managed path is the path under which separate site collections are
created for a user's My Site. Creation of the site collection occurs the first time that a user views
the user’s My Site. This functionality is available only when self-service site creation is also
enabled. Enabling self-service site creation is discussed later in this article.
To add a wildcard inclusion managed path to the web application
1. Confirm that you are logged into App1 as Corp\User1.
2. In Central Administration, click Application Management, and then click Manage Web
applications.
3. On the Web Applications Management page, select MySitesWebApp.
4. On the Web Applications tab, in the Manage group, click Managed Paths.
5. In the Define Managed Paths dialog box, in the Add a New Path section, in the Path
box, type: /tlg and then click Add Path.
6. Click OK.
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Enable self-service site creation for the web application Self-service site creation enables the automatic creation of a separate site collection for users
when they first view their My Site.
To enable self-service site creation for the web application 1. Confirm that you are logged into App1 as Corp\User1.
2. In Central Administration, in the Application Management section, click Manage Web
applications.
3. On the Web Applications page, MySitesWebApp.
4. On the Web Applications tab, in the Security group, click Self-Service Site Creation.
5. In the Self-Service Site Creation Management dialog box, in Site Collections, select
On.
6. In Start a Site, select: Prompt users to create a team site under: and then type:
/tlg in the URL box.
7. Leave all other settings default, and then click OK.
Configure My Site settings for the User Profile service application After you have a My Site Host site collection and wildcard inclusion managed path configured for
My Sites, you can update the My Sites settings in the User Profile service application. Most of
these settings are configured during initial deployment and only change infrequently during
maintenance operations afterward.
To configure My Site settings for the User Profile service application
1. Confirm that you are logged into App1 as Corp\User1.
2. In Central Administration, in the Application Management section, click Manage
service applications.
3. In the Name column, click: User Profile service application.
4. On the Manage Profile Service page, in the My Site Settings section, click Setup My
Sites.
5. In the My Site Host section, type http://app1:33333.
6. In the Personal Site Location section, type the wildcard inclusion managed path: /tlg
to replace the Personal path shown by default.
7. Leave all other settings default, and then click OK.
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Enable the User Profile Service Application - Activity Feed Job The User Profile Service Application - Activity Feed Job creates system generated posts in
the feeds for the following events:
Following a tag
Tagging an item
Birthday celebration
Job title change
Workplace anniversary
Updates to Ask Me About
Posting on a note board
To enable the User Profile Service Application - Activity Feed Job
1. Confirm that you are logged into App1 as Corp\User1.
2. In Central Administration, click Monitoring, and then click Review job definitions.
3. On the Job Definitions page, in the View list, select Service. The Service list appears.
If the Service list does not display User Profile Service:
a) In the Service list, click No selection.
b) Click Change Service.
c) On the Select Service page, use the arrows in the upper-right corner to locate
User Profile Service, and then click it. The Job Definitions page updates with
the User Profile service jobs.
4. Click the activity feed job for User Profile Service Application - Activity Feed Job.
5. On the Edit Timer Job page, in the Recurring Schedule section, select Minutes, and
then type 30 in the Every minute(s) box.
6. Click Enable and then OK.
Step 3: Configure Following Settings
In SharePoint Server 2013, following is a user-initiated action that indicates the user's interest
in a specific document, person, site, or tag. When users follow an item, new activities about that
item appear in the users’ newsfeeds on their My Sites. Users view all their followed items from
their My Sites.
Configure Following settings for My Sites Use this procedure to configure Following settings for My Sites.
To configure Following settings for My Sites Us the following procedure to configure Following for My Sites:
1. Confirm that you are logged into App1 as Corp\User1.
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2. In Central Administration, in the Application Management section, in the
Service Applications group, click Manage service applications.
3. In the list of service applications, select the User Profile service application.
4. In the My Site Settings group, click Manage Following.
5. On the Manage Following page, In the Maximum number of followed people
box, type 500.
6. In the Maximum number of followed documents box, 250.
7. In the Maximum number of followed sites box, type 250
8. Click OK.
Step 4: Configure Community Sites
Community Sites provide a discussion forum experience in the SharePoint environment. The
Community Portal provides a directory of Community Sites for users to browse and search for
communities of interest.
To configure a Community Site 1. Confirm that you are logged into App1 as Corp\User1.
2. In Central Administration, click Application Management, and then click Create site
collections.
3. On the Create Site Collection page, in the Web Application section, ensure that
http://app1:33333 displays.
4. In the Title and Description section, type the title: CommunitySites, and leave
description blank.
5. In the Web site Address section leave all default and in the URL box, type
CommunitySites.
6. In the Template Selection section, in the Select experience version list, select
2013.
7. On the Collaboration tab, click Community Site.
8. In the Primary Site Collection Administrator section, type corp\user1
9. Click OK.
Create a Community Portal Use the following procedure to create a Community Portal in SharePoint Server 2013.
Community Portals can only be created at the site collection level.
To create a Community Portal 1. Confirm that you are logged into App1 as Corp\User1.
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2. In Central Administration, click Application Management, and then click Create site
collections.
3. On the Create Site Collection page, in the Web Application section, ensure that
http://app1:33333 displays.
4. In the Title and Description section, type the title: CommunityPortal, and leave
description blank.
5. In the Web site Address section leave all default and in the URL box, type
CommunityPortal.
6. In the Template Selection section, in the Select experience version list, select
2013.
7. On the Enterprise tab, click Community Portal.
8. In the Primary Site Collection Administrator section, type corp\user1
9. Click OK.
Run a Search crawl The CommuityPortal requires a search crawl be run at least once before it will display your
CommunitySites or provide search results.
To run a Search crawl Use the following procedure to run a search crawl.
1. Confirm that you are logged into App1 as Corp\User1.
2. In Central Administration, click Application Management, and then click Manage
service applications.
3. On the Service Applications page, in the Name column, click Search Service
Application.
4. On the Search Service Application: Search Administration page, in the Content
section, click Content Sources.
5. On the Search Service Application: Manage Content Sources page, click Start all
crawls.
6. The status column will display first Starting and then Crawling. When complete it will
display Idle and the Last crawl duration column will display the total crawl time.
7. When the crawl is complete navigate to your CommunityPortal page and refresh its
contents. Your CommunitySites will display in the Popular Communities section.
Step 5: Configure Team Sites Team sites provide you and your team with a collaboration space to share information and to
post and view team discussions using Newsfeeds.
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Create a new team site collection This new site collection called TeamSites will allow you to create team site newsfeed posts and
have them posted automatically to your My Site.
To create a new team site collection Use the following procedure to create a new team site collection:
1. Confirm that you are logged into App1 as Corp\User1.
2. In Central Administration, click Application Management, and then click Create site
collections.
3. On the Create Site Collection page, in the Web Application section, ensure that
http://app1:33333 displays.
4. In the Title and Description section, type the title: TeamSiteCollection, and leave
description blank.
5. In the Web site Address section leave all default and in the URL box, type
TeamSiteCollection.
6. In the Template Selection section, in the Select experience version list, select
2013.
7. On the Collaboration tab, click Team Site.
8. In the Primary Site Collection Administrator section, type corp\user1
9. A new Team site is created.
Step 6: Demonstrate Social features in SharePoint 2013 The following section provides a brief demonstration of each of the following social features in
SharePoint Server 2013:
Team Sites
My Sites
Newsfeeds
Community Sites
Each of these demonstrations will use CLIENT1 and the corp\user1 account.
Demonstrate: Team Sites Share information with your team on your team site and have that information display on each
team members My Site page.
To demonstrate the Team Sites Use the following procedure to demonstrate a Team Sites feature:
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1. On CLIENT1, confirm you are logged on as: corp\user1.
2. Open a browser and in the address box type:
http://app1:33333/sites/TeamSiteCollection.
3. On the TeamSiteCollection site note the following:
The Newsfeed link in the left navigation column is used for posting and reading
newsfeed posts created on the TeamSiteCollection team site.
The Newsfeed link in the top navigation is used for reading all aggregated
newsfeed posts from all team sites you have permissions to display on your My
Site.
4. Click Newsfeed in the side navigation.
5. In the Newsfeed Start a conversation box, type: Hello Newsfeeds!
6. Click Post.
7. Your post will appear at the top of the newsfeed display below the Start a conversation
box, and it will appear on your My Site in the Newsfeed section.
Demonstrate: My Sites Explore your My Site and view some of its features.
To demonstrate My Sites Use the following procedure to demonstrate the My Sites feature:
1. On CLIENT1, confirm you are logged on as: corp\user1.
2. Open a browser and in the address box type: http://app1/my
3. Your My Site is displayed.
4. On your My Site, in the I'm following section, click the people number.
5. The People I'm following page displays.
6. Click follow to add people to your follow list. (You will need additional users added to
your corp domain to use this feature fully)
7. Click Newsfeed, the main My Site page displays. On this page you can view all your
newsfeeds from any sites you've subscribed to as well as your posts specific to your My
Site.
8. Click About me, the About User1 page displays. You can view your e-mail, your tags
and notes, and edit your profile.
9. Click documents number. The documents your following display in a document library.
10. Continue exploring the other features of your new My Site.
Demonstrate: Newsfeeds Newsfeeds allow you to have information delivered to you on your team site and your My Site.
This information can be posted by you and other users in your organization and is shared and
automatically. You can also reply and like feeds that are useful to you.
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To demonstrate Newsfeeds Use the following procedure to demonstrate the Newsfeeds feature:
1. On CLIENT1, confirm you are logged on as: corp\user1.
2. Open a browser and in the address box type: http://app1/my
3. Your My Site is displayed. Your default view will feature Newsfeeds.
4. In the Start a conversation box, type: Hello My Sites Newsfeeds!, and then click Post.
5. Your post is displayed in your Newsfeed list and is shared with all users following you.
6. On your new post, click Like. You like this. Is added to your post and this change is
shared with all users following you.
7. On your new post, click Reply. In the reply box that appears type: 1st Reply!, and then
click Post. (You can also attach a link or a picture to your reply using the link and
camera icons below the reply box.)
8. As was discussed in the Team Sites section, this same Newsfeed functionality is available
on your team site. Navigate to your team site and explore that now.
Community Sites Community sites provide discussion and sorting functionality that allow you and other members
of your community to collaborate, share, and organize your thoughts, work and digital assets.
Community sites are similar to many online forums you may be used to.
To demonstrate Community Sites Use the following procedure to demonstrate the Community Sites feature:
1. On CLIENT1, confirm you are logged on as: corp\user1.
2. Open a browser and in the address box type:
http://app1:33333/sites/CommunitySites
3. On the CommunitySites page, click new discussion.
4. A new discussion page is displayed. Do the following:
In the Subject* box, type: New Community Site Thread.
In the Body box, type: This thread is to demonstrate CommunitySites in
Microsoft SharePoint Server 2013.
Leave all other selections default, and then click Save.
5. The new discussion page closes and your new discussion thread is created and displayed.
6. Click the title of your new discussion thread: New community Site Thread.
7. Your new thread displays. You can see the total number of replies and likes listed below
the thread title.
8. Below the body text of your thread, click Reply.
9. A reply box opens. In the reply box type: I love this thread!, and then below the reply
box, click Reply.
10. You've just created and replied to a thread on your CommunitySites. Explore the other
features.
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Snapshot the Configuration This completes the SharePoint Social Features test lab. To save this configuration so that you
can quickly return to a working configuration from which you can test other SharePoint TLGs or
test lab extensions or for your own experimentation and learning, do the following:
1. On all physical computers or virtual machines in the test lab, close all windows and then
perform a graceful shutdown.
2. If your lab is based on virtual machines, save a snapshot of each virtual machine and
name the snapshots SharePoint Social If your lab uses physical computers, create disk
images to save the SharePoint Social Features test lab configuration.
Additional Resources For more information about Social features in SharePoint Server 2013, see the What's new in
social computing in SharePoint Server 2013 and Configure social computing features in
SharePoint Server 2013
To provide the authors of this guide with feedback or suggestions for improvement, send an
email message to [email protected].
To submit your questions about this test lab or SharePoint 2013, see the SharePoint 2013 for IT
Professionals Forum.
For a list of TLGs related to this test lab or extensions to demonstrate additional functionality,
see SharePoint Server 2013 Test Lab in the TechNet Wiki.
Microsoft encourages you to develop and publish your own TLG content for SharePoint Server
2013 either in the TechNet Wiki (example: Test Lab Guide: Demonstrate Remote Access VPNs)
or in your own publishing forum (example: Test Lab Guide (Part 1) - Demonstrate TMG PPTP,
L2TP/IPsec and SSTP Remote Access VPN Server). If you want to publish your TLG content in
the TechNet wiki, see the How to contribute series of TLG blog posts for information about the
types of content you can create and for links to templates and guidance.
For a list of additional Microsoft TLGs, see Test Lab Guides in the TechNet Wiki.